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How do I edit the expense details if I made a mistake?

Team members

Before an expense is approved, you can edit the details (such as re-uploading a receipt, changing the category, description or labels)

Once an expense has been approved, it moves to the Reviewed tab and the details can no longer be edited.


Admins

Before an expense is approved, you can edit the details (such as re-uploading a receipt, changing the category, description or labels)

Once an expense has been approved, the details can no longer be edited. If you would like to make changes for an approved expense:

  • Go to the Reviewed tab
  • Click on the expense that you want to edit
  • Click on the Revert decision button
  • The expense moves back to "Awaiting review" state and is now editable from the In review tab

If the expense was previously exported to Xero, we will update its data to avoid duplicates.

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